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PIMCO Enhanced Short Maturity Active ESG ETF

71 hedge funds and large institutions have $113M invested in PIMCO Enhanced Short Maturity Active ESG ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
71
Holders Change
+9
Holders Change %
+14.52%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
26
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AIMU
1
Allianz Investment Management US
Minnesota
$24.5M 249,000
PI
2
PFG Investments
New York
$11.6M 117,186 +56,235 +92%
Morgan Stanley
3
Morgan Stanley
New York
$9.95M 100,801 -29,963 -23%
MIA
4
Milestone Investment Advisors
Wisconsin
$6.74M 68,247 +30,005 +78%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$5.87M 59,444 -16,835 -22%
DWM
6
Destination Wealth Management
California
$5.06M 51,199 +882 +2%
CAM
7
Clarity Asset Management
Iowa
$4.8M 48,651 +7,333 +18%
SA
8
Stewardship Advisors
Pennsylvania
$4.38M 44,393 +4,634 +12%
LWP
9
Laurel Wealth Planning
Minnesota
$4.19M 42,440 +556 +1%
Cerity Partners
10
Cerity Partners
New York
$3.8M 38,491 +7,726 +25%
UBS Group
11
UBS Group
Switzerland
$3.35M 33,968 +1,373 +4%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.71M 27,400 +8,937 +48%
Jane Street
13
Jane Street
New York
$1.95M 19,766 +19,766 New
RSWM
14
Robertson Stephens Wealth Management
California
$1.78M 17,976 -3,611 -17%
LPL Financial
15
LPL Financial
California
$1.62M 16,416 -22,308 -58%
FAFN
16
First Affirmative Financial Network
Colorado
$1.34M 13,539 -2,153 -14%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$1.13M 11,473 +11,473 New
MWM
18
Modera Wealth Management
New Jersey
$1.12M 11,293 -149 -1%
WCFA
19
Walkner Condon Financial Advisors
Wisconsin
$1.07M 10,802 +1,366 +14%
FFA
20
Farther Finance Advisors
California
$1.02M 10,409 +10,409 New
WP
21
WealthShield Partners
North Carolina
$963K 9,756 +50 +0.5%
BOC
22
Blue Oak Capital
California
$907K 9,189 +475 +5%
OPS
23
Orion Portfolio Solutions
Nebraska
$777K 7,868 +355 +5%
BCI
24
Brinker Capital Investments
Pennsylvania
$777K 7,868 +355 +5%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$728K 7,376 +5,861 +387%